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Seagate AI-driven storage surge
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2026-08-01 09:35 UTC → 2026-08-03 05:53 UTC ·
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In late July 2026 Seagate reiterated its rapid scaling to meet AI‑driven data‑center storage demand. After reporting a record Q4 profit and announcing the Mozaic 5+ platform, the company said the next‑generation HAMR‑based drives will qualify 50 TB HDDs by late 2027, with commercial‑volume shipments expected in 2028. Near‑line production capacity is already booked through 2028, pushing broader market availability to 2029. Seagate noted that 50 % of exabytes shipped with HAMR technology in 2026 will come from Mozaic 5+, and it aims to demonstrate 10 TB per platter by 2028, laying groundwork for future 100 TB drives. The firm’s fiscal‑2026 Fiscal‑2026 revenue rose to $3.6 billion, up 48 % YoY, underscoring YoY. The third‑quarter report showed revenue of $3.11 billion, a non‑GAAP gross margin of 47 % and free cash flow of $953 million, with a quarterly dividend of $0.74 per share. Seagate highlighted the long‑term contracts earlier Mozaic 4 generation, which can deliver up to 44 TB per drive—a 30 % capacity boost over the first generation—using the same disk and premium pricing driven head count and modest material‑cost changes. The roadmap projects Mozaic 5+ to exceed 5 TB per platter, enabling ten‑platter 50‑TB drives, and targets 100‑TB drives by AI storage demand. 2032 and larger capacities thereafter. Competitors such as Western Digital, Micron and Toshiba are pursuing similar high‑density HDD technologies.
Versions
- 2026-08-03 05:53 UTC Seagate AI-driven storage surge
- 2026-08-01 09:35 UTC Seagate AI-driven storage surge
- 2026-08-01 01:24 UTC Seagate AI-driven storage surge
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